OBA Trusts & Estates Law PROGRAM | 9:00 AM to 12:00 PM (ET)

A single overlooked question during client intake, one poorly worded clause in a Will, or an ill-considered appointment in a Power of Attorney can lead to significant issues and exposure to professional liability. Join experienced lawyers as they share practical advice on how to avoid the pitfalls at every stage of the planning process. From the initial client meeting through to the execution of final documents, we’ll dissect common and not-so-common errors, review cautionary examples, and equip you with practical strategies to avoid these pitfalls. Register now to ensure you have the strategies you need to confidently navigate the estate planning process from start to finish.

If you’ve discovered an error or omission in an executed will, check out our companion session Discovering Errors and Omissions in a Will: The Report, The Repair, and (Avoiding) the Claim.

PROGRAM CHAIRS

Daniel Stober, Torkin Manes LLP
Brittany Sud, Torkin Manes LLP

AGENDA

For more information, please view the full program agenda